Nonprofit · EIN 41-6025520
HEAD OF THE LAKES UNITED WAY TRUST
Tax-exempt · DULUTH, MN 55802
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $407,379 | $334,694 | $72,685 | $6,995,961 | $193,198 | $6,802,763 |
| December 31, 2023 | 990 | $315,807 | $339,309 | -$23,502 | $6,480,378 | $205,499 | $6,274,879 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $79,866
- Program service revenue
- $0
- Investment income
- $327,513
- Net gain from sales of assets
- $193,828
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $320,552
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $735
- Program services (functional)
- $320,552
- Management and general (functional)
- $14,142
Balance sheet and other
- Total assets, start of year
- $6,480,378
- Total assets, end of year
- $6,995,961
- Total liabilities, end of year
- $193,198
- Net assets, end of year
- $6,802,763
- Publicly traded securities
- $6,995,961
- Net assets with donor restrictions
- $6,802,763
- Gross receipts
- $412,955
- Employees
- 0
- Year formed
- 1943
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEANNA BENSON | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JUHL HALVORSON | SECRETARY/TR Trustee or director, Officer | 1 | $0 |
| GREG GOLDMAN | TRUSTEE Trustee or director | 1 | $0 |
| SHAWN PEARSON | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEANNA BENSON | PRESIDENT Trustee or director, Officer | – | $0 |
| JUHL HALVORSON | SECRETARY/TR Trustee or director, Officer | – | $0 |
| GARY TANGEN | TRUSTEE Trustee or director | – | $0 |
| KAREN SALMELA | TRUSTEE Trustee or director | – | $0 |
| LISA ERWIN | TRUSTEE Trustee or director | – | $0 |
| LESLIE BEIERS | TRUSTEE Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 130 W SUPERIOR ST STE 300, DULUTH, MN 55802-4025
- In care of
- % GARY O TANGEN
- Principal officer (990 for 2024)
- DEANNA BENSON, 130 WEST SUPERIOR STREET SUITE 300, DULUTH, MN 55802
- Signed the 990
- JUHL HALVORSON, SECRETARY/TREASURER
- Phone
- (218) 723-2894
- Return prepared by
- ESTERBROOKS CPAS LTD
Mission
TO RECEIVE GIFTS AND BEQUESTS, INVEST SUCH ITEMS, AND DISTRIBUTE THE INTEREST AND DIVIDENDS EARNED, NET OF ADMINISTRATION EXPENSES PAID, TO THE HEAD OF THE LAKES UNITED WAY.
Program accomplishments
- CONTRIBUTION TO THE HEAD OF THE LAKES UNITED WAY, WHICH IS A SUPPORTED ORGANIZATION.Expenses $320,552 · grants $320,552
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 41-6025520
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1967
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,995,961
- Income (IRS master file)
- $412,955
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $407,379 | $334,694 | $6,995,961 | XML |
| 990 | December 2023 | $315,807 | $339,309 | $6,480,378 | XML |
| 990 | December 2022 | $299,331 | $329,414 | $5,756,779 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-6025520).
Questions about HEAD OF THE LAKES UNITED WAY TRUST
- What is the EIN of HEAD OF THE LAKES UNITED WAY TRUST?
- The employer identification number (EIN) of HEAD OF THE LAKES UNITED WAY TRUST is 41-6025520.
- Is HEAD OF THE LAKES UNITED WAY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to HEAD OF THE LAKES UNITED WAY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEAD OF THE LAKES UNITED WAY TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HEAD OF THE LAKES UNITED WAY TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEAD OF THE LAKES UNITED WAY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HEAD OF THE LAKES UNITED WAY TRUST?
- The 990 for the year ended December 31, 2024 names DEANNA BENSON.
- Who are the officers and directors of HEAD OF THE LAKES UNITED WAY TRUST?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does HEAD OF THE LAKES UNITED WAY TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $407,379, expenses of $334,694 and total assets of $6,995,961 at year end.
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